Clarien’s North American Founders Fund holds a concentrated portfolio of high-quality businesses that are leaders within strong, long-term industries. The Fund aims to protect your capital and deliver solid returns by:

Selecting companies that exhibit a founder’s mentality

These are owner-led companies in which the interests of the leadership and the investors are aligned. They are innovative, sustainable and diversified, with a clear vision and a commitment to environmental, social and governance (ESG) best practices.

Investing in exceptional companies with proven longevity

We look for performers with strong track records and  identifiable and sustainable competitive advantages that sustain enduring returns on investment.

Building a profound understanding of each company

Our exhaustive reviews of each prospective business include thorough examinations of all aspects of their structure, strategy, and financials, from cash flow to assets and return on capital.

Leveraging institutional investment strength

With Clarien Investments, institutional and individual clients benefit from a uniform investment approach. Investors in the Fund are served by the same principles and discipline that support large institutions and family offices.

For additional information, please contact your Relationship Manager, or email privatewealth@clarienbank.com.

We view the management teams of our portfolio companies as partners, sharing the same objectives for progress and long-term success. Through our partnership with the Portland Holdings group, we:

• Leverage the value of the Group’s investment framework
• Build on the investing expertise of our team
• Enhance our ability to develop world-class equity solutions

Miguel DaPonte, CFA

Senior Vice President Investment Management

Mr. Da Ponte is a CFA charter holder and obtained an MBA from the Richard Ivey School of Business at the University of Western Ontario. Prior to joining Clarien, Miguel was SVP Investments and Pensions at BF&M Group. He was responsible for the asset allocation and manager selection of the balance sheet assets of the firm and headed the company’s defined contribution pension business. Prior to BF&M he was Assistant Vice President at Scottish Re Group Ltd. where he monitored and advised on investment portfolios totalling over $12 billion. The formative years of his career were spent at Bermuda Investment Advisory Service as a Senior Investment Analyst where he managed global equities and fixed income portfolios.

Qing “Judy” Lutkin, CFA

Vice President and Head of Investment Strategy

Judy is focused on development and execution of investment strategies for private client portfolios and institutional investors. Prior to joining Clarien, Judy was Portfolio Manager for PRP Performa Ltd., where she provided customised investment solutions for captive insurance companies and institutional investors.

Previously, Judy was a Manager of Market Strategy at Saint-Gobain China, a subsidiary of the French Fortune 500 company. She earned an MBA in international business from the University of Birmingham, UK and a BSc in economics from Hubei University, China. She holds the Chartered Financial Analyst designation.

Alessandro Sax, CFA

Portfolio Manager – NCB Capital Markets (Cayman) Ltd.

Licensed under the Securities Investment Business Law in the Cayman Islands, Alessandro has a passion for investment research and brings many strengths to the Clarien investment committee, including a deep knowledge and experience in portfolio management. 

Prior to joining NCB Capital Markets (Cayman) Ltd., he spent over ten years in multiple roles with institutional asset management firms RBC DS Global, Beutel Goodman Company and Guardian Capital LP. During his tenure, he had a variety of senior roles including Discretionary Portfolio Manager and Director of Investment Services. 

Alessandro graduated with a Bachelor of Administrative and Commercial Studies (Finance & Business Administration) from the University of Western Ontario. He is a Chartered Financial Analyst (CFA) and a member of the Cayman Islands CFA Society.

Dajon Richardson

Associate Investment Analyst

Dajon joined Clarien’s Investment Management Group in July 2020. He reports to the Head of Investment Strategy and supports all aspects of portfolio management. Dajon contributes to research and monitoring of equity and fixed income positions, as well as third-party manager selection. He supports senior team members and participates in group sales efforts with presentations and development of client communications.

Prior to joining CIL, Dajon was a Junior Analyst Trainee at Wafra Financial & Management Services in Bermuda. 

• Prospectus for Global Voyager Fund
• Supplement for the North American Founders Fund
• Account Opening Form
• Subscription Application Form